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HubSpot

597 hedge funds and large institutions have $28.9B invested in HubSpot in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 218 increasing their positions, 194 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 53

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

18% more capital invested

Capital invested by funds: $24.6B → $28.9B (+$4.33B)

12% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 194

10% more funds holding

Funds holding: 545597 (+52)

0.64% more ownership

Funds ownership: 91.21%91.85% (+0.64%)

54% less call options, than puts

Call options by funds: $411M | Put options by funds: $886M

Holders
597
Holders Change
+52
Holders Change %
+9.54%
% of All Funds
10.45%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.37%
New
109
Increased
218
Reduced
194
Closed
53
Calls
$411M
Puts
$886M
Net Calls
-$474M
Net Calls Change
-$274M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
126
Victory Capital Management
Texas
$12.3M -$211K -328 -2%
CCM
127
CAAS Capital Management
New York
$12.2M +$11.6M +18,012 New
KWILP
128
Kiwi Wealth Investments Limited Partnership
New Zealand
$11.8M -$1.74M -2,698 -13%
LPL Financial
129
LPL Financial
California
$11.3M +$4.9M +7,606 +84%
JMPWA
130
JP Morgan Private Wealth Advisors
California
$10.9M +$4.9M +7,608 +89%
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$10.9M +$347K +539 +3%
AAM
132
AO Asset Management
New York
$10.8M +$10.3M +16,000 New
Royal London Asset Management
133
Royal London Asset Management
United Kingdom
$10.6M +$178K +276 +2%
ESCM
134
Echo Street Capital Management
New York
$10.6M -$30.3K -47 -0.3%
SOADOR
135
State of Alaska Department of Revenue
Alaska
$10.4M -$332K -516 -3%
HLAM
136
Hidden Lake Asset Management
New York
$10.3M -$4.06M -6,300 -29%
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$10.2M +$209K +324 +2%
CI
138
Capital International
California
$10.2M +$839K +1,303 +9%
FAF
139
Fjarde Ap-fonden
Sweden
$10.1M -$414K -643 -4%
Stifel Financial
140
Stifel Financial
Missouri
$10.1M +$3.66M +5,682 +62%
SIA
141
Sit Investment Associates
Minnesota
$9.68M -$1.78M -2,770 -16%
Voloridge Investment Management
142
Voloridge Investment Management
Florida
$9.57M +$387K +601 +4%
BCM
143
Bridgeway Capital Management
Texas
$9.24M
Truist Financial
144
Truist Financial
North Carolina
$9.19M -$310K -481 -3%
MCM
145
Maytus Capital Management
New York
$9.13M -$4.51M -7,000 -34%
WBC
146
Westpac Banking Corp
Australia
$9.12M +$6.42M +9,960 +283%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$8.98M -$1.55M -2,412 -15%
PI
148
PEAK6 Investments
Illinois
$8.71M +$7.85M +12,179 +1,713%
IMRF
149
Illinois Municipal Retirement Fund
Illinois
$8.54M +$2.89M +4,480 +55%
ASRS
150
Arizona State Retirement System
Arizona
$8.42M +$9.66K +15 +0.1%

HUBS Hedge Fund Activity: Q3 2021 in Review

597 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q3 2021, worth a combined $28.9B — up 18% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new HUBS positions and 53 closed out — a net gain of 56 holders — while 218 added to existing stakes and 194 trimmed.

The largest buyer was Jennison Associates, adding an estimated $635M. The largest seller was Capital World Investors, cutting an estimated $386M.

  • 597 institutional investors held HubSpot (HUBS) as of Q3 2021, up from 545 in Q2 2021.
  • Funds reported $28.9B of HubSpot stock for Q3 2021, up 18% quarter-over-quarter.
  • 109 funds opened new HubSpot positions in Q3 2021 and 53 closed out, a net change of +56 holders.
  • The largest HubSpot buyer in Q3 2021 was Jennison Associates, an estimated $635M added.
  • The largest HubSpot seller in Q3 2021 was Capital World Investors, an estimated $386M sold.

Based on aggregated 13F filings for Q3 2021.